Ashraf
Felix

Citigroup Global Markets Inc

CRD#5000621
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ashraf Felix is a financial advisor based in Atlanta, Georgia with a total of 4 years of relevant experience. Felix is on the advisory team at Citigroup Global Markets Inc. Throughout their career, they have worked at Citigroup, Alcentra and Coastal Courier Inc. Felix holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Citigroup Global Markets Inc is a financial advisory business that has its headquarters in New York, NY. The investment advisory business has offices in 733 locations and a total of 7,927 financial advisors. It manages $35 billion in assets under management among its 53,776 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 140 charitable organizations. Of its 53,776 customer accounts, 32% are associated with high-net-worth clients who have at least $1 million in investable assets. Citigroup Global Markets Inc has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Citigroup Global Markets Inc may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Citi Private Bank, One Buckhead Plaza 3060 Peachtree Rd Nw, 7Th Floor, Suite 700
Atlanta, GA 30305

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

GA Average: $7,464,549,021
Total Number of Employees

7,927

GA Average: 88
Total Number of Accounts

53,776

GA Average: 3,892
Average Account Size

$648,319

GA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other

Ashraf Felix Work History

Ashraf has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Citigroup

2017 - 2017 (< 1 year)

Alcentra

2017 - 2018 (1 year)

Coastal Courier Inc

2011 - 2017 (6 years)

Citigroup

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ashraf Felix to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citigroup Global Markets Inc

Kathryn Turner
Stamford, CT
Douglas Drehwing
Bay Shore, NY
Carlos Morlote
Miami, FL
Jeffrey Manning
Boston, MA
Charles Reinhard
New York, NY
Charles Cavanaugh
New York, NY
Fernando Rodriguez
Boca Raton, FL
Larry Ngai
Alameda, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started